News on expansion

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Factory building of Norwegian Crystals ASA in Glomfjord, Norway

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The bankruptcy of monocrystalline silicon ingot manufacturer Norwegian Crystals is bad news for rebuilding the supply chain of the PV industry in Europe.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2022 through Q2 2023

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The polysilicon price crash in China seriously impacted the earnings of Daqo in the second quarter. The Chinese manufacturer lost its lead to OCI, which benefited from the higher price of non-Chinese polysilicon.

Polysilicon price trend 2023 versus 2011

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After the crash below US$10 per kg, the global polysilicon price has not yet reached its bottom. This lies below US$7 per kg – the cash cost level of the last producer needed to satisfy demand.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

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South Korean chemicals group OCI will implement its plan to increase production capacities for both solar-grade and electronic-grade polysilicon later than originally envisaged.

Curves of the global polysilicon price average from January 2022 through the first week of January 2023 (dark blue) and from January 2021 through the first week of January 2022 (pink)

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Since the last week of December 2022, the slump of the polysilicon price has accelerated drastically; however, there are good arguments that the price collapse will soon come to a halt.

The ten most popular posts from Bernreuter Research on LinkedIn in 2022

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An accident at East Hope’s polysilicon plant in Xinjiang in northwestern China and the drop of the spot price at the end of the year were the most popular topics from Bernreuter Research on LinkedIn in 2022.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q2 2021 through Q2 2022

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Chinese polysilicon manufacturer Daqo benefited from falling silicon metal prices in the second quarter, whereas high energy costs weighed on the results of western competitors Wacker and REC Silicon.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q1 2021 through Q1 2022

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While Chinese polysilicon manufacturer Daqo was able to stabilize its profit margin in the first quarter, non-Chinese competitors Wacker and OCI saw their earnings decline in the wake of rising costs.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

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Polysilicon manufacturer OCI is getting closer to a decision to increase the capacity of its plant in Malaysia by 30,000 to 40,000 tons. In 2024 the plant would then have a total capacity of 65,000 to 75,000 tons.

The ten most popular posts from Bernreuter Research on LinkedIn in 2021

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New entrants in China, the FBR project of GCL and news on non-Chinese polysilicon manufacturers are the most popular themes among the top ten posts from Bernreuter Research on LinkedIn in 2021.

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